Holistic Planning, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Number of Shares
52,601
Previous 33,963 54.88%
Holding current value
$1.84 Billion
Previous $1.17 Billion 57.11%
% of portfolio
0.67%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
N/A
18,638 Added 54.88%
52,601 $1.84 Billion
Q3 2024

Nov 01, 2024
SELL
N/A
-812 Reduced 2.34%
33,963 $1.17 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
34,775 New
34,775 $1.1 Billion
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